See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,997 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $74,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,520 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, P Service code 10 · EIN 86-0751928 | Accounting | $11,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,924 | $88,982+73.0% | $102,438+50.3% | $77,671+98.2% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 29.32% | 25.01%+4.3pp | 29.37%-0.1pp | 31.21%-1.9pp |
| Employer contribution / active EE | $3,643 | $2,698+35.0% | $3,024+20.5% | $2,726+33.6% |
| Participant deferral / active EE | $16,237 | $5,144+215.7% | $5,054+221.3% | $4,648+249.3% |
| Admin fee / account holder | $162 | $236-31.2% | $9,448-98.3% | $430-62.3% |